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DI
Disciplined Investments’s
Public Service Enterprise Group
PEG
Stock Holding History
Disciplined Investments’s Portfolio
PEG Stock Details
PEG Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q3
–
Sell
-30
Closed
-$1.88K
–
1144
2023
Q2
$1.88K
Buy
30
+5
+20%
+$312
﹤0.01%
680
2023
Q1
$1.56K
Sell
25
-1
-4%
-$61
﹤0.01%
779
2022
Q4
$1.59K
Sell
26
-13
-33%
-$755
﹤0.01%
708
2022
Q3
$2K
Buy
39
+2
+5%
+$129
﹤0.01%
699
2022
Q2
$2K
Buy
37
+7
+23%
+$476
﹤0.01%
716
2022
Q1
$2K
Buy
+30
New
+$1.99K
﹤0.01%
763
2020
Q3
–
Sell
-176
Closed
-$9K
–
435
2020
Q2
$9K
Hold
176
–
–
0.01%
274
2020
Q1
$8K
Buy
+176
New
+$9.51K
0.01%
286
Other funds holding PEG
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$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Capital Research Global Investors
Los Angeles, California
$645B AUM
30.41%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
Legal & General Group
London, United Kingdom
$432B AUM
29.4%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
Capital World Investors
Los Angeles, California
$733B AUM
35.63%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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